FinancialForce to QuickBooks Conversion

by James Antonio

QuickBooks is the most reliable and trustworthy accounting software that has been used by millions of company users across the globe.

This software possesses lots of useful functionalities and has been an excellent entry-level accounting system for a relatively long time, but as technology continues to improve and times are changing, it may be time to move to a more compact online accounting system.

But, how will you know when is the right time to move away from QuickBooks and upgrade to a new cloud-based Accounting solution?

When you’re employing too much time reconciling data in traditional, out-dated spreadsheets or when you don’t have the right tools for real time reporting, then it’s time to get real-time, better visibility into your business’s financial data.

Converting from FinancialForce to QuickBooks can be daunting. Depending on how long you have been in business, there might be several loads of data, and your existing accounting system is likely not a one to one match with QuickBooks.

An implementation from one software to another will never be an overnight job since many constituents need to be taken into consideration, such as Inventory List, Customer List, Vendor List, Average costs, Costs, Accounts Receivable, Chart of Accounts, etc.

QuickBooks Online helps you locate your crucial financial data and transfer the information at no cost. If you handle your company or customers’ books of accounts, it’s necessary that you know the processes and tools, and you can use them to make an easy and free switch to QuickBooks Online. There is no doubting the popularity of QuickBooks.

As your company grows, it deserves to work within an accounting system like FinancialForce. FinancialForce Accounting lets you manage increased revenue at a faster, more effective rate. Moreover, once you say goodbye to QuickBooks products, you can integrate all of your Accounting information with CRM, providing you access to a complete, consistent view in one place.

Must See: Xero to QuickBooks Data Conversion

When all of your data is in a single place, all of your accounting processes are automated, helping you save time and money.

With FinancialForce Accounting, your work will become streamlined to give you real-time, full visibility at speed your business deserves. Whether your operators work in the office, at home, or miles away, they will be able to view account and financial data and track the activity on accounts anywhere, anytime.

Many small and medium-sized enterprises use it in a variety of industries. If you are going to use the QuickBooks solution for your business, it is easy that you can use the old file in FinancialForce software after conversion. You can convert the file in a way that you can get the error free and the damage free file for your new software.

You can convert the most important data and remove the data which is not in use for a long time. You can also remove the damaged information or the corrupt data from the file. Most of the information is stored in the form of the lists.

Must See: SAP to QuickBooks Data Conversion

Benefits of Converting Data from Financial Force to QuickBooks Online

As a small company owner or accountant, you can trust QuickBooks Online to help streamline your accounting and business processes. Nevertheless, what makes QuickBooks Online stand out from the competition?

  • With QuickBooks Online, you can create and customize your invoices and other sales documents. You can also add other users to your QuickBooks Online Account and let them have specific access. QuickBooks Online is extremely compatible with both Mac and Windows desktops and other software, which makes it simple to launch the program straight from your system.
  • It is also easy to use, so you can get started working right away. If you face any unexpected issues, the QuickBooks Online support team is standing by to lend a hand.

Considerations Before Importing and Converting Data

While QuickBooks Online brings significant changes to your workflow and the way in which you handle customers and projects, it’s essential to note that the program doesn’t support certain features.

For instance, you can’t use some advanced features such as Batch Transaction Processing, Complex Sales Ordering, Advanced Inventory, or the Average Cost for Inventory.

If you run your financial data on QuickBooks Desktop, there are essential steps to take and things to consider before you start and during the conversion. If you’re running an earlier version, download the latest QuickBooks Desktop version and update your company information.

If you are not sure of the version you’re using, press F2 on your keyboard, and a product information screen pops up revealing your QuickBooks product and version. Always remember to update your QuickBooks Desktop before you start the data conversion process. Sign in to QuickBooks Desktop as an administrator, then click on Help Menu.

Choose Update QuickBooks Desktop from the drop-down menu, and click on Update Now.

QuickBooks Online has strict character limitations, so make sure to make some adjustments to your account name and other data points prior to your conversion.

Note that previous payroll data might or might not convert automatically. You may have to run all your payroll reports and data QuickBooks Online.

Must See: INTACCT to QuickBooks Data Conversion

FinancialForce to QuickBooks Conversion Process

Start the conversion process by signing up for QuickBooks Online. Take care not to enter any other data in this step. Fix any existing errors and issues with your QuickBooks Desktop inventory before importing to prevent loss of data.

The conversion process is automated, and there is nothing you can do in QuickBooks Online until the process is finished.

During the conversion, data from QuickBooks Desktop will replace existing information in your QuickBooks Online. A warning message pops up on your screen before the process overwrites any of your data.

Run Payroll Data

You might need to run payroll and pay taxes before converting. Make sure to mark any employees who no longer work for your company as inactive and fill out all the crucial data about your current employees.

However, gender and other personal data are not necessary for QuickBooks Desktop. However, QuickBooks Online needs all your data about your employees before you can be working with the payroll.

Run Reports

Before getting begun on the conversion process, run a Balance Sheet and a Profit and Loss Report in QuickBooks Desktop. You need to review these documents after the conversion is finished to make sure all data is transferred accurately.

Backup Your Data

You might need to create a backup of your file to restore your current data in case you need to start over with the conversion process, then click on the file, then switch your QuickBooks Desktop to a sole user.

Now that your computer is a single-user mode, click on Backup Company and select Create Local Backup.

Now specify where you want to save your data, and follow other prompts on your screen before saving your information.

Export Your Company File

Now that you have updated your QuickBooks Desktop program and prepared and backed up your file, you are ready to start the conversion.

In your QuickBooks Desktop software, select the Company Menu. Then, click on Export Company File to QuickBooks Online, and a window pops up on your screen, asking you to log in to QuickBooks Online. Follow the prompts on your screen to import any inventory data.

Complete the Conversion Process

The conversion then starts automatically. In some instances, you can finish the conversion process in as little as an hour, depending on the size of your file. If your files are very large, then the process can take up to 24 hours.

Make sure to select No if a “slow scripting error” shows on your system’s screen to avoid halting the whole process.

As you don’t have to do anything during the conversion, it is fine to let it run undisturbed while you take care of your other tasks outside of QuickBooks Online. You can expect to receive an email to confirm that QuickBooks Desktop’s conversion to QuickBooks Online is complete.

Check Your Data

Once the conversion is completed, make sure to check your pre conversion and post conversion Profit and Loss Reports to double-check that all the information is transferred successfully. Compare the statements looking for any discrepancies.

Once everything is checked, you can then go through the guided tour to understand the navigation process and check how to add your accountant and customize your QuickBooks Online reports.


How can I Retrieve my Data from QuickBooks?

First of all, Open your QuickBooks. Then open your company file that is saved in your QBTest folder. Next, use your account register to verify all transactions there. Now select File, then Utilities and then Verify Data to verify the data integrity of the recovered File.

What Happens to my Existing/Current Data in QuickBooks Desktop?

Zero changes. It simply copies the data and transfers it to QuickBooks Online. You will still have the QuickBooks Desktop company file with your data. Moving forward, you’ll use QuickBooks Online to put in new data, and you will keep your old info in QuickBooks Desktop where you left off.

How much Time will it take to Export to QuickBooks online?

The migration to QuickBooks Online needs about 30 minutes to complete.

Will my Accounting Data be safe in the Cloud?

Intuit takes security quite seriously and ensures your data is secure and available to you when it is in the cloud.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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